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Name Holding Trade Value Shares
Change
Change in
Stake
WA
801
Waverly Advisors
Alabama
$29K +$30.9K +920 New
AFC
802
AFT Forsyth & Company
Florida
$27K
TF
803
Tompkins Financial
New York
$25K -$226K -6,725 -89%
ST
804
SpiderRock Trading
Illinois
$25K
FFC
805
First Financial Corp
Indiana
$22K -$17.6K -525 -43%
OIA
806
Optimum Investment Advisors
Illinois
$22K +$23.5K +700 New
DBT
807
Dubuque Bank & Trust
Iowa
$21K
FWM
808
Focused Wealth Management
New York
$20K +$21K +627 New
FANJ
809
Financial Architects (New Jersey)
New Jersey
$19K +$2.82K +84 +17%
FM
810
Forward Management
California
$19K +$20.1K +600 New
SNT
811
Security National Trust
West Virginia
$17K -$1.84K -55 -9%
JIC
812
Joel Isaacson & Co
New York
$17K
FNBSF
813
First National Bank Sioux Falls
South Dakota
$16K
JFA
814
JNBA Financial Advisors
Minnesota
$16K
OSNBOA
815
Old Second National Bank of Aurora
Illinois
$12K
ECM
816
ETrade Capital Management
Virginia
$12K +$12.6K +376 New
SGAM
817
Smith Group Asset Management
Texas
$10K +$235 +7 +2%
Victory Capital Management
818
Victory Capital Management
Texas
$10K +$11.5K +342 New
ATC
819
Adirondack Trust Company
New York
$9K
CA
820
CapWealth Advisors
Tennessee
$6K -$168K -5,000 -96%
HRIA
821
Haberer Registered Investment Advisor
Ohio
$6K
HI
822
Hudock Inc
Pennsylvania
$6K
PMFA
823
Plante Moran Financial Advisors
Michigan
$6K +$2.58K +77 +77%
LTI
824
Laffer Tengler Investments
Tennessee
$5.06K
WCM
825
Windsor Capital Management
Arizona
$5K +$5.37K +160 New